Set Up Distribution Lists

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Distribution lists allow you to set up internal or external notifications for new or updated incidents, new Quick Reported incidents, and claim status updates per incident type and site.

1. Select Incident Track from the Applications menu in the platform navigation bar
2. Select Email Distribution from the Setup menu in the Incident Track navigation bar
3. Select the Site that you would like to setup a distribution list for from the drop-down menu
4. Select the type of notification from the drop-down menu
5. Select the incident type from the drop-down menu
   • Default will include all incident types that have not been set up with their own distribution list
6. Internal Distribution List: Send notifications to internal employees
   1. Choose to send the notification to selected employees or all employees within that site from the drop-down menu
   2. For selected employees, click New to add employees to the distribution list
      1. Click Search to bring up a full employee list, or enter an employee’s name in the Search Term field and click Search
      2. To add a new employee, click the Add New button
      3. Click the circle to the left of the employees name you wish to add to the distribution list
      4. Click Select Employee
7. External Distribution List: Send notifications to those external to your organization
   1. Click the New button under the External distribution section
   2. Enter in the First Name, Last Name, and Email
   3. Click Save & Close